Wealth Management Client Associate
About The Position
Valorous Advisors is a boutique wealth management firm dedicated to delivering highly personalized, advice-driven financial guidance to a select group of families and business owners. Our work is rooted in long-term relationships, thoughtful planning, and disciplined execution. We pride ourselves on exceptional client service, operational excellence, and a collaborative team environment where integrity, accountability, and care for our clients come first. Position Overview - The Wealth Management Client Associate plays a critical role in supporting our wealth management advisors and serving as a primary point of contact for many client interactions. This role is ideal for someone who thrives in a client-facing, detail-oriented environment and values long-term relationship building. While prior wealth management experience is welcomed, it is not required. We are equally interested in candidates from adjacent professional services backgrounds who bring strong communication skills, empathy, reliability, and a service-oriented mindset. Licensing is not required on day one, but candidates interested in professional growth within the industry will be supported.
Requirements
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Professional, warm, and service-oriented demeanor
- Ability to manage multiple priorities in a fast-paced, client-focused environment
- High degree of reliability, accountability, and emotional presence
- Desire to build long-term relationships with clients and grow within a team
Nice To Haves
- Bilingual – Spanish speaking
- Experience in wealth management, banking, trust services, insurance, accounting, or other professional services
- Exposure to client-facing roles in high-touch service environments
- Interest in pursuing professional licenses or credentials over time
Responsibilities
- Serve as a primary point of contact for wealth management clients, delivering timely, professional, and high-touch service
- Respond promptly to client inquiries and follow through on requests with accuracy and care
- Support advisors in preparing for client meetings, including updating financial plans, portfolio reviews, and meeting materials
- Coordinate client meetings, prepare agendas, and ensure all relevant documentation is complete and up to date
- Document client interactions, meeting notes, and follow-up tasks accurately within the firm’s CRM and planning systems
- Assist with account administration, including account openings, transfers, money movement, and general servicing needs
- Maintain accurate client records, financial data, and documentation across planning, portfolio, and custodial platforms
- Execute post-meeting follow-ups and ensure all client action items are completed in a timely manner
- Utilize firm technology and workflows to manage tasks efficiently and support operational excellence
- Adhere to firm policies, compliance standards, and confidentiality requirements while supporting ongoing professional development
Benefits
- Competitive base salary with bonus potential
- Paid time off and paid holidays
- Health, life, and disability insurance
- Retirement plan with employer contributions
- Profit sharing opportunities
- Support for professional development and continuing education
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
